GE's Aviation Business Soars in Strong Market for Jetliners

The transcript discusses General Electric's (GE) aviation business, highlighting its importance to the company, especially as GE plans to spin off its healthcare division. It explores the speculation around selling the aviation unit, which was dismissed by Mr. Culp, citing potential long-term damage to GE's market position. The challenges of selling aviation assets are analyzed, including the difficulty of finding buyers and the potential need to break up assets. The transcript also examines GE's competitive position in the aviation market, particularly in relation to Boeing's middle market aircraft. Finally, it identifies growth opportunities for GE Aviation, focusing on their positions in the A320 NEO series and Boeing 737 Max, while noting challenges in the wide-body market.

What challenges does GE Aviation face in the current market?

How does GE Aviation's leasing unit enhance its competitiveness?